Position Summary:
Our Strategic Engagement Team at Cerity Partners supports engagement across all service lines through business development and marketing efforts. The Relationship Managers primarily support our Workplace Solutions business through the prospecting, sale, implementation, and servicing of companies looking to provide financial planning benefit to their employees. The Relationship Manager develops and oversees the optimization and evolution of our corporate programs. They work alongside cross-functional teams to design strategic tactics that drive growth.
Primary Responsibilities
Manages Workplace Solutions corporate financial programs; responsibilities include but are not limited to:
Responsible for supporting the strategic growth of our corporate programs through existing and new business
Leads and manages project initiatives: building project plans, managing project milestones, and seeing them through to completion
Responsible for collaborating on growth strategies within each relationship for both B2B and B2C growth.
Coordinates with cross-functional teams (i.e Marketing, Advisor Teams, Compliance, etc.) to execute project milestones
Curates Workplace Solutions external collateral (i.e. email drip campaigns, newsletters, flyers, invites, presentations) in concert with Advisor and Marketing teams
Assists advisors with the creation of benefits education, video scripts, presentation talk tracks, etc.
Prepares agendas for and facilitates all Workplace Solutions program recurring meetings (both internal and external)
Leads recurring meetings with advisor teams to provide updates and ideas to grow programs
Attends all internal and external meetings for the relationships they are responsible for
Tracks and reviews program metrics to identify trends and potential gaps to evolve program efficacy
Manage relationships with corporate partners; responsibilities include but are not limited to:
Facilitate regular communication with our HR partners
Develop and present quarterly data detailing engagement, trends, and KPIs
Present solutions and strategies to evolve our programs to better meet the needs of the organization and their people.
Required Qualifications:
Bachelor's degree required, with a concentration in business, project management, marketing/communications, or related field preferred
7+ years’ experience in account management, sales, or marketing
Preferred Qualifications:
PMP certification
Skills and Competencies:
Strong interpersonal and networking skills, with an ability to cultivate and manage client relationships, and work effectively with others
Ability to create, compose, and edit written materials
Strong communication and presentation skills
Strong interpersonal and networking skills, with an ability to cultivate, and manage client relationships
Possesses strong computer skills: Microsoft Office suite (especially Microsoft Word, PowerPoint & Excel), CRM systems, and intranet
Salesforce, Asana, and Canva experience
High level of integrity in dealing with confidential client and prospect information
Willingness to travel (estimated 5% of time) and work a flexible schedule (some evening events required)
Has a positive attitude, is collaborative, takes initiative/responsibility for projects, and has a desire to coach others
Compensation Range:
$90,000 - $110,000
Why Cerity Partners:
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
Health, dental, and vision insurance – day 1!
401(k) savings and investment plan options with 4% match
Flexible PTO policy
Parental Leave
Financial assistance for advanced education and professional designations
Opportunity to give back time to local communities
Commuter benefits
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [email protected]. Applicants must be authorized to work for any employer in the U.S.
Skills Required
- Bachelor's degree
- Concentration in business, project management, marketing, communications, or a related field
- 7+ years of experience in account management, sales, or marketing
- PMP certification
- Strong interpersonal, networking, communication, and presentation skills
- Ability to create, compose, and edit written materials
- Microsoft Office, CRM systems, and intranet proficiency
- Salesforce, Asana, and Canva experience
- Willingness to travel approximately 5% and work some evening events
- Authorization to work for any employer in the United States
Cerity Partners Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Cerity Partners and has not been reviewed or approved by Cerity Partners.
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Retirement Support — An employer 401(k) match is part of the package, supporting long-term savings. Feedback suggests retirement benefits are a consistent component across materials.
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Leave & Time Off Breadth — Flexible PTO, paid holidays, and paid parental leave are explicitly included, enabling time away when needed. Feedback suggests time-off policies are viewed as a strong element of the offering.
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Wellbeing & Lifestyle Benefits — Hybrid work, commuter benefits, employee assistance resources, and optional spending accounts broaden the total rewards beyond base pay. Feedback suggests these perks contribute to perceived overall balance.
Cerity Partners Insights
What We Do
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations. Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client’s financial life, including attorneys, tax advisors, financial planners and investment professionals. This approach to advice and service along with our private partnership business model have made us one of the premier investment advisers in the country, and a desired home for talented and passionate financial advisors who seek to serve clients the proper way. https://ceritypartners.com/award-disclosures Cerity Partners LLC reserves the right, to the extent permitted under applicable law, to retain and,monitor all electronic communications. Cerity Partners LLC is not responsible for content posted by third-parties, and does not accept any endorsement, recommendation, or like statement made by third-parties. Third-party content shared, liked, or commented on by Cerity Partners LLC should not be construed as a recommendation of any kind, and is deemed reliable but not guaranteed as to its value, accuracy, or suitability with respect to any person. Statements and messages are subject to the following terms: https://ceritypartners.com/terms-and-conditions/.
